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Saxon Interests’s Energy Transfer Partners ET Stock Holding History

Saxon Interests’s Portfolio ET Stock Details ET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-23,651
Closed -$452K – 210
2026
Q2 		$452K Buy
23,651
+132
+0.6% +$2.56K 0.12% 158
2026
Q1 		$454K Buy
23,519
+139
+0.6% +$2.54K 0.16% 148
2025
Q4 		$386K Sell
23,380
-450
-2% -$7.49K 0.14% 145
2025
Q3 		$422K Sell
23,830
-2,351
-9% -$41.2K 0.17% 122
2025
Q2 		$487K Hold
26,181
– – 0.23% 101
2025
Q1 		$487K Buy
26,181
+118
+0.5% +$2.3K 0.23% 101
2024
Q4 		$511K Buy
26,063
+132
+0.5% +$2.34K 0.22% 102
2024
Q3 		$416K Sell
25,931
-2,191
-8% -$35.3K 0.19% 115
2024
Q2 		$456K Hold
28,122
– – 0.22% 103
2024
Q1 		$442K Hold
28,122
– – 0.21% 109
2023
Q4 		$388K Buy
+28,122
New +$382K 0.19% 119
2023
Q3 		– Sell
-86,779
Closed -$1.1M – 89
2023
Q2 		$1.1M Buy
86,779
+130
+0.2% +$1.65K 0.59% 52
2023
Q1 		$1.08M Buy
86,649
+126
+0.1% +$1.59K 0.61% 46
2022
Q4 		$1.07M Hold
86,523
– – 0.61% 46
2022
Q3 		$1.02M Buy
86,523
+3,575
+4% +$39.8K 0.62% 41
2022
Q2 		$828K Buy
82,948
+2,840
+4% +$31.8K 0.5% 57
2022
Q1 		$896K Buy
+80,108
New +$794K 0.48% 55

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Saxon Interests's ET Position: Q3 2026 in Review

Saxon Interests sold out of Energy Transfer Partners (ET) in Q3 2026, closing a stake of 23,651 shares — an estimated $452K sold.

Saxon Interests first reported a position in ET in Q1 2022 and held it in 17 quarters. The position peaked at $1.1M in Q2 2023. 1,133 funds tracked by Wall St. Rank hold ET as of Q3 2026.

  • Saxon Interests reported no remaining Energy Transfer Partners position as of Q3 2026 after selling out during the quarter.
  • Saxon Interests sold 23,651 Energy Transfer Partners shares in Q3 2026, an estimated $452K.
  • Saxon Interests first reported a position in Energy Transfer Partners in Q1 2022 and held it in 17 quarters.
  • Saxon Interests's Energy Transfer Partners position peaked at $1.1M in Q2 2023.
  • 1,133 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Saxon Interests's 13F filing for Q3 2026, filed 26 Oct 2026.